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In our recent interview with Teresa Leno, CEO and Founder of Fresh Finance, she explains why making Martech buying decisions in the 4th quarter sets the tone for 2025 advisor marketing success.

Is it people who want more artificial intelligence, or is it really businesses driving the economy towards more AI?  Some recent pieces of research lead...

In a move to solidify its position in digital communications data and intelligence, Smarsh has announced the opening of its latest Center of Excellence...

In last week’s roundup of wealth management technology news, we discussed a prominent financial advisor’s recent reading of U.S. Census and...

Product launches were a thing last week, with integrations providing faster access and ease of use. Regulatory actions were heavy-handed with fines, but the...

Government interventions did little to stifle innovation and consumer interest. Interestingly, institutional participation looks set to continue for the rest of the year. The headlines: ...

Artificial intelligence (AI) is transforming various industry sectors, including wealth management and marketing communications. AI has significantly enhanced the efficiency and effectiveness of marcom strategies.

By Greg Woolf, AI RegRisk Think Tank The controversy surrounding California’s SB 1047 and its attempt to regulate AI is gaining steam—from both supporters and...

Occasionally we like to take in some of the counterprogramming on artificial intelligence, so this week to lead of AI and Finance we’re going...

In our recent interview, Pamela Cytron, President of The Founders Arena WealthTech Accelerator, shared her insights on the varied interpretations of AI among startups within the wealth tech industry